Core Insights - The cold chain logistics sector in China is experiencing steady growth, driven by policy guidance and market demand, with an expanding market scale [1][2] Group 1: Cold Chain Logistics Demand - In Q3, the total demand for food cold chain logistics reached 11.73 million tons, a year-on-year increase of 4.72%, with growth accelerating by 0.16 percentage points compared to Q2 [1] - For the first three quarters of the year, the total demand was 30.93 million tons, up 4.49% year-on-year, with an acceleration of 0.14 percentage points compared to the first half of the year [1] - Fresh e-commerce sales grew by approximately 15% year-on-year in Q3, with the fastest growth seen in fruits and vegetables [1] Group 2: Revenue Growth - In Q3, total revenue for food cold chain logistics service companies was 144.97 billion yuan, a year-on-year increase of 3.92%, with growth accelerating by 0.2 percentage points compared to Q2 [1] - For the first three quarters, total revenue reached 424.91 billion yuan, up 3.85% year-on-year, with growth remaining stable compared to the first half of the year [1] Group 3: Cold Chain Infrastructure Development - Cold chain infrastructure construction is progressing steadily, with continuous expansion of cold storage capacity and steady growth in refrigerated vehicle sales [2] - By Q3 2025, the total capacity of cold storage is projected to reach 26.3 million cubic meters, a year-on-year increase of 7.35%, with an addition of 2.5359 million cubic meters in Q3 [2] - Refrigerated vehicle sales in Q3 reached 23,251 units, a year-on-year increase of 41.40%, with sales of new energy refrigerated vehicles growing by 125.05% [2]
三季度我国冷链物流市场规模持续扩大 基础设施建设稳步推进
Yang Shi Xin Wen·2025-10-26 22:07